Planlined
Turn carrier quotes into branded benefit proposals
4 followers
Turn carrier quotes into branded benefit proposals
4 followers
Planlined is benefit-proposal software for employee-benefits brokers and general-agency teams. Turn carrier quotes, SBCs, invoices and rate sheets into reviewed comparisons, branded proposal books and employee benefit guides. Extracted fields and source-page links may need correction or manual entry. Model contributions and scenarios, then export from the reviewed case. Free trial; allowances appear in your account. Formerly BART (Benefit Analysis Reporting Tool), launched in 2025.
